Select page 1 fields
This feature is not available if your organization uses customized screen layouts.
Among the user-defined fields that are displayed in the More tabs in SuperOffice CRM, you can choose three that will function as page 1 fields (so called because they are displayed on the "first page" in their respective screens).
Where can I display Page 1 fields?
- The Company tab in the Company screen
- The Contact tab on the contact card
- The Project tab in the Project screen
- The Sale tab in the Sale screen
- The Details tab in the Document screen
To display a user-defined field on the first page
Open the Fields screen and select the required tab: Company, Contact, Project, Sale, Follow-up, or Document.
Check Allow different page 1 fields for different user groups at the bottom of the tab to specify different page 1 fields for different user groups. If not checked, the fields you specify are used for all user groups.
In the user group list above, select the required user group (if you checked Allow different page 1 fields for different user groups in the previous step).
In the Field 1 list box, choose the field to display at the top. Choose the fields to display in the next positions in the Field 2 and Field 3 list boxes.
Click Save to save your changes only in Settings and maintenance or click Publish to make the changes available to SuperOffice CRM users.
User groups and page 1 fields
When you select a name in the User group list, the available page 1 fields for the selected user group are displayed under Fields 1, 2 and 3.
User groups are defined in the Lists screen, and the group that a user belongs to is defined in the Users screen.
If you select (all user groups) in the User group list, select a field or fields and save the setup, the same selection of fields will apply to all user groups in SuperOffice CRM. If you then select a specific user group, you can override the existing field setup for just this group by using a different specification. If you do not specify anything in a field, it is left empty – because the override applies to all three fields irrespective of their contents.
You must publish an override for a single user group after you specify a setup for all user groups. Otherwise, it will not take effect.